See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,666 | $100,852+101.9% | $90,404+125.3% | $158,922+28.2% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 17.12% | 1724.20%-1707.1pp | 1293.02%-1275.9pp | 302.83%-285.7pp |
| Employer contribution / active EE | $2,563 | $3,689-30.5% | $3,262-21.4% | $4,761-46.2% |
| Participant deferral / active EE | $7,739 | $4,348+78.0% | $3,963+95.3% | $5,982+29.4% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |